Other · DOL Form 5500 · 2023
United Way of Greater Cleveland Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $64,303
- Avg per participant Low balance/head
Official DOL plan name: United Way of Greater Cleveland 403(b) Retirement Plan · Sponsored by United Way of Greater Cleveland · Ohio · Other Services
$7M in assets, 104 participants
United Way of Greater Cleveland's United Way of Greater Cleveland 403(b) Retirement Plan reported $7M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,522 in Other Services (7,857 peers)
Coverage in Ohio
United Way of Greater Cleveland 403(b) Retirement Plan covers 104 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $7M.
- #5,522
- in Other Services (7,857 peers)
- +4.0%
- assets growth YoY
United Way of Greater Cleveland 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
United Way of Greater Cleveland 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,687,527 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Way of Greater Cleveland 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Greater Cleveland 403(b) Retirement Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Way of Greater Cleveland 403(b) Retirement Plan reported net income rose from -$884K in the plan year 2022 filing to $257K in the plan year 2023 filing.
- United Way of Greater Cleveland 403(b) Retirement Plan reported participants fell from 121 in the plan year 2022 filing to 104 in the plan year 2023 filing.
- United Way of Greater Cleveland 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 346516654 · United Way of Greater Cleveland PY 2023 · Other
United Way of Greater Cleveland 403(b) Retirement Plan · $7M · 104 · 50th
- BOY $7M
- SCH 104
- EBSA 50th
- PART Other
- TYPE near The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health
- NET ind #5522
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Ohio →
United Way of Greater Cleveland 403(b) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $257K |
| Employer EIN | 346516654 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Cleveland)
Sponsor-wide plan assets over time
All United Way of Greater Cleveland plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.994039319728108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 137 | $14M |
| 2023 | 2 | 117 | $15M |
| 2024 | 2 | 117 | $16M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
United Way of Greater Cleveland 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health in WA ($7M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.